Create an Outbound Queue

This topic describes how to create an outbound queue, where a group of agents will handle the campaign calls and interact with the contacts.

Requirements

  • Firmware: Version 83.18.0.59 or later
  • Subscription: Outbound Call Center add-on service
    Note: Yeastar offers a 30-day free trial for the service, you can try the service before subscribed to it (Path: Plan > Add-on Subscription).

Prerequisites

Before you begin, prepare the following voice prompts and music for the outbound queue as needed, and upload them to the system.

  • Prepare and upload the following voice prompts for the queue to provide different information (Path: PBX Settings > Voice Prompt > Custom Prompt):
    • Join Announcement: The prompt played to the contacts when they answer the campaign call and join the queue.
    • Periodic Announcement: The prompt played periodically to contacts after they reach the queue and before agents answer the calls. Following the prompt, callers can press the key to respond.
  • Prepare and upload Music on Hold for the queue (Path: PBX Settings > Voice Prompt > Music on Hold), which is played to the contacts when their calls are put on hold by agents.

Procedure

  1. Log in to PBX web portal, go to Call Features > Queue > Outbound Queue.
  2. Click Add.
  3. In the Basic tab, configure the following settings.
    1. In the Basic section, configure the basic settings for the queue.
      Setting Description
      Number Enter a virtual number to access the queue.
      Note:
      • If the total of PBX extensions is less than or equal to 6000, the default queue number range is from 6400 to 6499.
      • If the total of PBX extensions is greater than 6000, the default queue number range is from 50400 to 50499.
      Name Specify a name to help you identify this queue.
      Skill-based Routing Decide whether to route calls in the queue based on agents' skill level.

      If this option is enabled, you can specify skill levels for agents, and queue calls will be routed in descending order of agent skill level. For more information, see Set up Skill-based Routing for an Outbound Queue.
      Ring Strategy Select a ring method to distribute calls to agents.
      • Ring All: Ring all available agents simultaneously until someone answers.
      • Least Recent: Ring the available agent that was least recently called.
      • Fewest Calls: Ring the available agent with the fewest completed calls.
      • Random: Ring the agents randomly.
      • Rrmemory: Round robin with memory.
        • Queue with static agents only: The system remembers the last agent it tried and rings the next agent specified in the static agents list.
        • Queue with dynamic agents only: The system remembers the last agent it tried and rings the next agent in the order that dynamic agents have logged in.
        • Queue with both static agents and dynamic agents: The system remembers the last agent it tried and rings the next agent specified in the static agents list. If none of the static agents are available, the system rings the dynamic agent in the order that dynamic agents have logged in.
      • Linear: Ring the available agent in specific order based on the type of agents in the queue.
        • Queue with static agents only: The system rings available agents in the order specified in the agents list.
        • Queue with dynamic agents only: The system rings available agents in the order that agents have logged in.
        • Queue with both static agents and dynamic agents: The system rings available agents in the order that agents have logged in.
      Maximum Waiting Time (s) Set a number of seconds that the contact can wait for an available agent.
      Failover Destination Select a destination to route the call when the call is not answered by any agent.
      • Hang up: End the current call.
      • Extension: Route the call to the specified extension.
      • Extension Voicemail: Route the call to voicemail box of the specified extension.
      • Group Voicemail: Route the call to voicemail box of a queue, a ring group, or a custom group.
      • IVR: Route the call to the specified IVR.
      • Ring Group: Route the call to another ring group.
      • Queue: Route the call to the specified queue.
      • External Number: Route the call to an external number.
      • Play Prompt and Exit: Play a custom prompt, then hang up the call.
    2. In the Agent Options section, configure the following agent settings.
      Setting Description
      Agent Timeout(s) Set a number of seconds that the system rings an agent's phone.
      Retry Interval(s) Set a number of seconds to wait before ringing the next available agent when the last available agent has been ringed and timed out.
      Wrap-up Time(s) Set a number of seconds for agents to complete post-call processing after finishing a call.

      The next call will come after this period following the ring strategy.
      Agent Announcement Select a prompt to be played to agents when they answer a queue call.
      Ring In Use

      Set whether to ring an in-call agent when there are incoming calls in the queue.
      Agent Auto Pause
      Note: If the Ring Strategy is set to Ring All, this feature will NOT take effect.

      Decide whether to automatically pause agents when their consecutive missed calls in the queue reach a threshold.

      To use this feature, select Agent Auto Pause and specify the threshold in the Max Threshold for Missed Calls drop-down list.

      Note:
      • Agents will receive a notification email when they are paused.
      • The missed calls count for an agent will be cleared when any of the following events occurs:
        • The agent makes or answers a queue call.
        • The agent is paused or logged out.
        • The PBX is rebooted.
    3. In the Prompt section, complete the following prompt settings.
      Setting Description
      Queue-related Announcement
      Join Announcement Set the announcement to be played to contacts when they join the queue.
      • Play full Join Announcement to the caller before ringing extensions: Set whether to play full join announcement to contacts before ringing agents.
      Ringback Tone Select a prompt to be played continuously in a loop to contacts before agents answer the calls.
      Note:
      • The existing prompts are synchronized from the Music on Hold playlists and custom prompt uploaded on PBX settings > Voice Prompt.
      • The Ringback Tone will be played to contacts after the Join Announcement.
      Music On Hold Set the music to be played to contacts when they are waiting in the queue, or when their calls are put on hold by agents.
      Periodic Announcement Set the announcement to be played to contacts periodically after they reach the queue and before agents answer the calls.
      Frequency (s) Set the time interval to play the periodic announcements.
      Queue Alert Info

      Set an "alert info text" to add to Alert-info header in INVITE request for queue calls.

      When receiving a queue call, the IP phone will inspect "Alert-Info" header to determine which ring tone it should use for ringing.
      Position Announcement
      Announce Position Set whether to announce the position of the contact in the queue.
      Announce Hold Time Set whether to announce the estimated waiting time to the contact.
      Play "Thank You for Your Patience" Prompt Set whether to play the prompt "Thank You for Your Patience" to contact periodically while the contacts are waiting in the queue.
      Frequency (s) Set the time interval to play the position announcement.
      Agent-related Announcement
      Agent ID Announcement Set whether to play an announcement to both the contact and the agent to prompt the agent ID when an agent answers the call.
  4. In the Members tab, set up members and notification settings for the queue.
    1. Set up queue members:
      • Dynamic Agents: Select the dynamic agents that can log in to or log out of a queue at any time.
        Note: The queue distributes calls to the dynamic agents only when they log in to the queue and unpause the queue calls.
      • Static Agents: Select the static agents that always stay in the queue.
        Note: Static agents do not need to “log in” to the queue, and cannot “log out” of the queue.
      • Queue Managers: Select the manager that can supervise the outbound call or performance of the campaign and outbound queue, as well as manage the queue agents.
    2. Customize queue notifications according to your needs.
      Option Description
      Notify Manager when a queue call is missed If enabled, the system will send an email to queue manager when a queue call is missed.
      Notify Manager when a queue call is abandoned If enabled, the system will send an email to queue manager when a queue call is abandoned.
  5. Click Save and Apply.